+54.4%
DTE vs BBIO
+136.7%
-82.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.6% | -3.2% | +0.6% | -2.4% |
| 30D | -4.4% | -13.6% | +9.2% | -3.8% |
| 3M | -8.3% | +7.2% | -15.6% | -8.7% |
| 6M | -8.1% | +1.5% | -9.5% | -8.3% |
| YTD | +4.4% | -5.3% | +9.7% | +4.3% |
| 1Y | +0.2% | +37.7% | -37.5% | -1.7% |
| 3Y | +42.6% | +153.9% | -111.3% | +34.5% |
| 5Y | +31.5% | +43.9% | -12.4% | +21.6% |
| All | +54.4% | +136.7% | -82.3% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling